Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.32 Billion
  • Q1 2025

Patriot Investment Management Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $395M, Vanguard Bd Index Fd Inc Total with a value of $118M, Vanguard Ftse Developed Market with a value of $67M, Vanguard Intermediate Term Cor with a value of $61.2M, and Vanguard Ftse All World Ex Us with a value of $53.2M.

Examining the 13F form we can see an decrease of $4.2M in the current position value, from $1.33B to 1.32B.

Below you can find more details about Patriot Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.32 Billion
ETFs: $1.26 Billion
Technology: $18 Million
Financial Services: $12.3 Million
Healthcare: $8.22 Million
Consumer Defensive: $7.72 Million
Consumer Cyclical: $6.49 Million
Industrials: $4.22 Million
Energy: $3.01 Million
Other: $3.22 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$8.33 Million 0.63% of portfolio
37,489
Q1 2025 Reduced 0.93%
$468B
$4.79 Million 0.36% of portfolio
6
Q1 2025 New
$246B
$3.74 Million 0.28% of portfolio
34,552
Q1 2025 Reduced 10.99%
$2.73T
$3.41 Million 0.26% of portfolio
9,078
Q1 2025 Reduced 0.25%
$7.41B
$2.73 Million 0.21% of portfolio
25,706
Q1 2025 Added 0.15%
$363B
$2.4 Million 0.18% of portfolio
6,551
Q1 2025 Reduced 2.82%
$1.76T
$2.12 Million 0.16% of portfolio
11,149
Q1 2025 Reduced 0.24%
$412B
$1.89 Million 0.14% of portfolio
11,416
Q1 2025 Reduced 2.87%
$149B
$1.57 Million 0.12% of portfolio
5,048
Q1 2025 Added 0.64%
$691B
$1.41 Million 0.11% of portfolio
5,742
Q4 2024 Added 2.08%
$451B
$1.5 Million 0.11% of portfolio
12,614
Q1 2025 Reduced 0.67%
$398B
$1.29 Million 0.1% of portfolio
7,592
Q1 2025 Added 0.01%
$254B
$1.3 Million 0.1% of portfolio
8,208
Q1 2025 Reduced 3.13%
$137B
$1.34 Million 0.1% of portfolio
2,856
Q1 2025 Reduced 0.35%
$786B
$1.16 Million 0.09% of portfolio
1,399
Q1 2025 Reduced 0.92%
$257B
$1.18 Million 0.09% of portfolio
13,431
Q1 2025 Reduced 1.49%
$307B
$1.1 Million 0.08% of portfolio
5,268
Q1 2025 Added 0.1%
$511M
$1.09 Million 0.08% of portfolio
34,938
Q4 2020 Reduced 5.33%
$154B
$923,000 0.07% of portfolio
2,800
Q1 2025 Added 0.36%
$200B
$950,000 0.07% of portfolio
10,587
Q1 2025 Reduced 13.36%
$78.8B
$786,000 0.06% of portfolio
1,689
Q1 2024 Reduced 10.63%
$433B
$805,000 0.06% of portfolio
852
Q4 2024 Added 0.12%
$320B
$854,000 0.06% of portfolio
11,932
Q1 2025 Reduced 5.59%
$198B
$824,000 0.06% of portfolio
5,498
Q1 2024 Reduced 3.51%
$17.9B
$603,000 0.05% of portfolio
4,434
Q4 2024 Reduced 19.72%
$105B
$674,000 0.05% of portfolio
11,238
Q1 2025 Reduced 2.92%
$66.8B
$706,000 0.05% of portfolio
20,688
Q1 2025 Added 0.88%
$181B
$489,000 0.04% of portfolio
10,792
Q1 2025 Reduced 1.75%
$3.11B
$522,000 0.04% of portfolio
17,858
Q1 2022 New
$167B
$563,000 0.04% of portfolio
4,255
Q4 2024 Reduced 17.97%
$226B
$582,000 0.04% of portfolio
9,437
Q1 2025 Added 0.01%
$58.4B
$573,000 0.04% of portfolio
19,475
Q4 2024 Reduced 3.16%
$91.8B
$569,000 0.04% of portfolio
2,825
Q1 2025 Reduced 2.95%
$106B
$384,000 0.03% of portfolio
6,310
Q1 2025 Reduced 1.16%
$70.6B
$453,000 0.03% of portfolio
4,120
Q1 2025 Reduced 4.19%
$94.3B
$448,000 0.03% of portfolio
3,680
Q3 2024 Reduced 2.36%
$17.8B
$459,000 0.03% of portfolio
8,599
Q4 2022 Reduced 0.35%
$231B
$455,000 0.03% of portfolio
3,431
Q1 2025 Added 0.09%
$542B
$446,000 0.03% of portfolio
1,275
Q4 2024 Reduced 17.26%
$235B
$444,000 0.03% of portfolio
1,422
Q4 2024 Added 1.21%
$905B
$399,000 0.03% of portfolio
2,582
Q1 2025 Reduced 7.69%
$1.35B
$371,000 0.03% of portfolio
3,093
Q1 2024 New
$463B
$388,000 0.03% of portfolio
417
Q4 2024 Added 0.72%
$126B
$424,000 0.03% of portfolio
16,755
Q1 2025 Reduced 3.27%
$192B
$388,000 0.03% of portfolio
13,747
Q1 2025 Reduced 18.13%
$269B
$346,000 0.03% of portfolio
2,074
Q1 2025 Reduced 5.47%
$80.1B
$214,000 0.02% of portfolio
9,459
Q1 2025 Reduced 11.92%
$24.6B
$221,000 0.02% of portfolio
1,293
Q4 2024 Reduced 9.45%
$6.42B
$327,000 0.02% of portfolio
4,548
Q1 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $1.32 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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